CBIZ Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

CBIZ Investment Advisory Services’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$306K	Hold	2,996	–	–	0.01%	39
2026 Q1	$306K	Sell	2,996 -2,560	-46%	-$256K	0.01%	39
2025 Q4	$534K	Sell	5,556 -618	-10%	-$58.6K	0.02%	35
2025 Q3	$576K	Hold	6,174	–	–	0.02%	32
2025 Q2	$552K	Hold	6,174	–	–	0.02%	31
2025 Q1	$505K	Hold	6,174	–	–	0.02%	29
2024 Q4	$467K	Buy	6,174 +36	+0.6%	+$2.85K	0.02%	32
2024 Q3	$513K	Sell	6,138 -49	-0.8%	-$3.94K	0.03%	30
2024 Q2	$485K	Buy	6,187 +93	+2%	+$7.37K	0.03%	29
2024 Q1	$487K	Hold	6,094	–	–	0.03%	29
2023 Q4	$459K	Sell	6,094 -147	-2%	-$10.4K	0.04%	29
2023 Q3	$430K	Hold	6,241	–	–	0.04%	21
2023 Q2	$452K	Hold	6,241	–	–	0.04%	22
2023 Q1	$446K	Buy	6,241 +19	+0.3%	+$1.33K	0.04%	23
2022 Q4	$408K	Buy	6,222 +5,600	+900%	+$351K	0.16%	23
2022 Q3	$348K	Sell	622 -50,348	-99%	-$3.14M	0.35%	22
2022 Q2	$3.34M	Buy	+50,970	New	+$3.47M	0.31%	17
2022 Q1	–	Sell	-52,054	Closed	-$4.03M	–	23
2021 Q4	$4.03M	Buy	+52,054	New	+$4.12M	0.31%	15
2021 Q3	–	Hold	0	–	–	–	13
2021 Q2	–	Hold	0	–	–	–	12
2021 Q1	–	Hold	0	–	–	–	12
2020 Q4	–	Hold	0	–	–	–	29
2020 Q3	–	Hold	0	–	–	–	30
2020 Q2	–	Hold	0	–	–	–	32
2020 Q1	–	Hold	0	–	–	–	30
2019 Q4	–	Hold	0	–	–	–	36

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

CBIZ Investment Advisory Services's EFA Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,996 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #39.

CBIZ Investment Advisory Services first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.03M in Q4 2021. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CBIZ Investment Advisory Services held 2,996 shares of iShares MSCI EAFE ETF worth $306K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #39 holding.
CBIZ Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
CBIZ Investment Advisory Services's iShares MSCI EAFE ETF position peaked at $4.03M in Q4 2021.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.